See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,419 | $96,305-83.0% | $80,569-79.6% | $139,434-88.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 28.81% | 1350.08%-1321.3pp | 935.43%-906.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $2,755 | $3,262-15.5% | $2,723+1.2% | $4,751-42.0% |
| Participant deferral / active EE | $8,725 | $5,232+66.8% | $4,447+96.2% | $6,710+30.0% |
| Admin fee / account holder | $48 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |